Franklin Limited Duration Income Trust
FTF
76 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 75 → 76 (+1)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
5% less capital invested
Capital invested by funds: $88.1M → $83.9M (-$4.22M)
2.35% less ownership
Funds ownership: 62.82% → 60.47% (-2.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.66M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.65M |
| 3 |
API
Advisor Partners II
Walnut Creek,
California
|
+$1.37M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$604K |
| 5 |
SCM
Saba Capital Management
New York
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.07M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.2M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.2M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$625K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$616K |
FTF Hedge Fund Activity: Q3 2023 in Review
76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2023, worth a combined $83.9M — down 4.8% from $88.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FTF positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was Bank of America, cutting an estimated $5.07M.
- 76 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $83.9M of Franklin Limited Duration Income Trust stock for Q3 2023, down 4.8% quarter-over-quarter.
- 6 funds opened new Franklin Limited Duration Income Trust positions in Q3 2023 and 5 closed out, a net change of +1 holder.
- The largest Franklin Limited Duration Income Trust buyer in Q3 2023 was Morgan Stanley, an estimated $3.66M added.
- The largest Franklin Limited Duration Income Trust seller in Q3 2023 was Bank of America, an estimated $5.07M sold.
Based on aggregated 13F filings for Q3 2023.